Connecting People

Index : 813 | 1Yr : +2.4% | 1Mo : -3.52%

Category : Sectoral Trackers

Min Investment : 2,189

Sharpe Volatility Trend

India is the second largest telecom and internet market in the world based on the total number of users. The sector has cut-throat competition and as a result, India has one of the lowest call tariffs in the world. Post liberalization of the economy, there has been unparalleled growth in telecommunications in India and around the world. Rapidly evolving internet technology and the rise of smartphones, have changed the face of the industry forever. In the race for market share, companies have dropped their tariffs to ground zero and the industry is currently at an inflection point.

With the entry of Reliance Jio, the industry is likely to consolidate and the depleting revenue share from voice calling will result in higher data usage. In these challenging times, the large players will scramble and look for new ways to monetize. With payment bank licences granted to telcos, there will be app based payment services but in the larger picture it will increase competition further and hence might result Mergers & Acquisitions in the future.

Companies that have managed to keep their debt low and managed to attain healthy growth rates can attract more investment. End Game: Survival of the fittest. This theme is a list of companies which are better off among the peer group.

It is expected that by 2025, India will be a leading player in the virtual world and currently there are already 1 billion mobile subscribers. The smartphone market which directly impacts telecom and data usage is expected to increase by 4 to 6 times in the same timeframe.

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